GWA

Gratus Wealth Advisors Portfolio holdings

AUM $710M
1-Year Est. Return 14.04%
This Quarter Est. Return
1 Year Est. Return
+14.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$507M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$54.7M
2
+$35.5M
3
+$25.1M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$25M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$24.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.18%
2 Healthcare 3.34%
3 Financials 3.32%
4 Consumer Discretionary 1.74%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.21%
+28,796
52
$1.05M 0.21%
+2,471
53
$1.03M 0.2%
+3,946
54
$992K 0.2%
+6,328
55
$960K 0.19%
+2,035
56
$922K 0.18%
+11,172
57
$896K 0.18%
+3,310
58
$892K 0.18%
+2,573
59
$884K 0.17%
+9,114
60
$882K 0.17%
+1,411
61
$850K 0.17%
+3,597
62
$835K 0.16%
+3,696
63
$805K 0.16%
+1,381
64
$799K 0.16%
+3,553
65
$792K 0.16%
+1,549
66
$711K 0.14%
+15,550
67
$706K 0.14%
+1,860
68
$696K 0.14%
+6,194
69
$691K 0.14%
+1,792
70
$674K 0.13%
+2,913
71
$664K 0.13%
+6,181
72
$653K 0.13%
+4,776
73
$617K 0.12%
+2,511
74
$603K 0.12%
+2,675
75
$596K 0.12%
+2,841
1 2
3
4 5